Import Customer/Supplier Details (E-invoice)

Modified on Thu, 26 Dec, 2024 at 10:43 AM

When you need to input a large amount of customer/supplier details, you can follow these steps:

  1. Contact us via Live Chat or Submit a Ticket to request a sample CSV file template.

  2. Fill in the template with the required customer/supplier information.

  3. Send the completed CSV file back to us through Live Chat or Submit a Ticket, and our team will assist you in importing the data.

For customers/suppliers that have already been created but are missing E-invoice details, you only need to fill in the following fields:

  • Customer/Supplier Name

  • E-invoice Columns (including ID_Type, ID_No, and TIN_No).


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